AssetMark Inc’s Signify Health, Inc. SGFY Stock Holding History

AssetMark Inc’s Portfolio SGFY Stock Details SGFY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-866	Closed	-$24.8K	–	1727
2022 Q4	$24.8K	Sell	866 -332	-28%	-$9.58K	﹤0.01%	1172
2022 Q3	$35K	Buy	1,198 +320	+36%	+$7.37K	﹤0.01%	1025
2022 Q2	$12K	Buy	878 +489	+126%	+$6.88K	﹤0.01%	1208
2022 Q1	$7K	Buy	+389	New	+$5.58K	﹤0.01%	1237

Other funds holding SGFY

BHCM

Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return

FCA

FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return

AssetMark Inc's SGFY Position: Q1 2023 in Review

AssetMark Inc sold out of Signify Health, Inc. (SGFY) in Q1 2023, closing a stake of 866 shares — an estimated $24.8K sold.

AssetMark Inc first reported a position in SGFY in Q1 2022 and held it in 4 quarters. The position peaked at $35K in Q3 2022. 5 funds tracked by Wall St. Rank hold SGFY as of Q1 2023.

AssetMark Inc reported no remaining Signify Health, Inc. position as of Q1 2023 after selling out during the quarter.
AssetMark Inc sold 866 Signify Health, Inc. shares in Q1 2023, an estimated $24.8K.
AssetMark Inc first reported a position in Signify Health, Inc. in Q1 2022 and held it in 4 quarters.
AssetMark Inc's Signify Health, Inc. position peaked at $35K in Q3 2022.
5 funds tracked by Wall St. Rank held Signify Health, Inc. as of Q1 2023.

Based on AssetMark Inc's 13F filing for Q1 2023, filed 5 May 2023.